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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,236 | $138,076+207.2% | $123,553+243.4% | $135,380+213.4% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | 8.11% | 153.70%-145.6pp | 119.21%-111.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $8,795 | $5,152+70.7% | $4,628+90.0% | $4,779+84.0% |
| Participant deferral / active EE | $9,775 | $6,800+43.8% | $6,426+52.1% | $5,609+74.3% |
| Admin fee / account holder | $23,827 | $10,917+118.3% | $9,284+156.6% | $10,828+120.0% |